Ahrens Investment Partners’s W.P. Carey WPC Stock Holding History

Ahrens Investment Partners’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$69.7K	Buy	+919	New	+$73.2K	0.03%	269
2022 Q3	–	Sell	-3,075	Closed	-$250K	–	924
2022 Q2	$250K	Sell	3,075 -530	-15%	-$42.8K	0.11%	142
2022 Q1	$285K	Sell	3,605 -1,921	-35%	-$147K	0.09%	150
2021 Q4	$444K	Sell	5,526 -493	-8%	-$37.7K	0.2%	108
2021 Q3	$431K	Sell	6,019 -746	-11%	-$56.8K	0.21%	114
2021 Q2	$494K	Buy	6,765 +527	+8%	+$38.6K	0.23%	119
2021 Q1	$432K	Buy	+6,238	New	+$418K	0.22%	115

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's WPC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in W.P. Carey (WPC) in Q1 2023: 919 shares worth $69.7K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WPC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WPC in Q1 2021 and has held it in 7 quarters since. The position peaked at $494K in Q2 2021. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Ahrens Investment Partners held 919 shares of W.P. Carey worth $69.7K as of Q1 2023.
W.P. Carey was a new Ahrens Investment Partners position in Q1 2023.
W.P. Carey made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #269 holding.
Ahrens Investment Partners first reported a position in W.P. Carey in Q1 2021 and has held it in 7 quarters since.
Ahrens Investment Partners's W.P. Carey position peaked at $494K in Q2 2021.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.